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who we are

Our Team

Financial services for individuals

Michael Pompian, CFA, CAIA, CFP

Founder, Chief Investment Officer
Financial services for individuals

Jack Dwyer, CFA

President
Financial services for individuals

Douglas A. Nelson

Managing Director and Private Wealth Advisor
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Lee Boudouris

Senior Associate
Financial services for individuals

Jocelyn Hillis

Senior Associate
Financial services for individuals

Corey Wangler

Investment Advisor
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Sam Caspersen

Trust & Estate Advisor

Financial services for individuals

Lisa Green

Investment advisor
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Angela Pompian

VP Operations, Investment Advisor
Financial services for individuals

Kristine Bailey

Senior Registered Client Associate
Financial services for individuals

Shanglin (David) Zou

Finance Operations Associate
How to reach us

8301 Maryland Avenue, Suite 300
St. Louis, Missouri 63105

One Harbour Place, Suite 305
Portsmouth, NH 03801

Email: info@sunpointeinvestments.com
Phone: 314-880-0821
Fax: 314-551-9147

general info
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    • Check the background of your financial professionals on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Investment Advisory Services offered through Sunpointe LLC. Certain representatives of Sunpointe LLC are also registered representatives of, and offer securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211. Sunpointe, LLC and APW Capital, Inc. are not affiliated companies.
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